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The Liquidity Squeeze: Pricing the Gold Margin Call

Mar 29, 2026

•

3 min read

The Liquidity Squeeze: Pricing the Gold Margin Call

Strikes on Gulf aluminum infrastructure are breaking JIT auto supply chains.

Zero Deltas Editorial Team
Zero Deltas Editorial Team

Markets

+1

The Industrial Target Matrix: Pricing the Base Metal Contagion

Mar 29, 2026

•

4 min read

The Industrial Target Matrix: Pricing the Base Metal Contagion

Strikes on Gulf aluminum infrastructure are breaking JIT auto supply chains.

Zero Deltas Editorial Team
Zero Deltas Editorial Team

Macro

+2

The Hormuz toll road and the $100 reality

Mar 29, 2026

•

4 min read

The Hormuz toll road and the $100 reality

Ten days are a long time in Energy Markets

Zero Deltas Editorial Team
Zero Deltas Editorial Team

Zero Deltas

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